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Tanner Insurance & Advisory, LLC CRD 167461
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
36 South State Street Suite 600, Salt Lake City, UT 84111-1400 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2013-07-25 |
Branch Locations
36 S. State Street Suite 600, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tanner Insurance & Advisory, Llc | Salt Lake City | UT | 05/2013 | Present |
| Tanner Llc | Salt Lake City | UT | 02/2007 | Present |
TANNER LLC -- NOT INVESTMENT RELATED -- 36 S. STATE ST., SUITE 600, SALT LAKE CITY, UT 84111 -- ACCOUNTING FIRM -- TAX PARTNER/SENIOR MANAGER -- START DATE: 02/2007 -- JODIE HEWITSON SPENDS APPROXIMATELY 95% OF HER TIME AS A PRACTICING CPA AND TAX PARTNER WITH TANNER LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-11 |
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